| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| USI INSURANCE SERVICES LLC3 | 600 HIGHWAY 169 SOUTH, 12TH FLOOR SAINT LOUIS PARK, MN 55426 | KAISER FOUNDATION HEALTH PLAN INC | $49K | $0 | $49K | 3.32% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES NORTHWEST | 825 NE MULTNOMAH STREET, SUITE 1500 PORTLAND, OR 97232 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $28K | $3 | $28K | 1.99% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES NORTHWEST | 1300 SW 5TH AVENUE, SUITE 500 PORTLAND, OR 97201 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC. | $31K | $0 | $31K | 3.08% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES NORTHWEST | 222 SW COLUMBIA STREET, SUITE 1250 PORTLAND, OR 97201 | RELIASTAR LIFE INSURANCE COMPANY | $11K | $0 | $11K | 8.11% |
| USI INSURANCE SERVICES LLC3 Filed as: USI SOUTHWEST, INC. | PO BOX 203383 DALLAS, TX 75320 | RELIASTAR LIFE INSURANCE COMPANY | $3K | $0 | $3K | 2.39% |
| USI INSURANCE SERVICES LLC3 Filed as: USI SOUTHWEST, INC. | PO BOX 203026 DALLAS, TX 75320 | RELIASTAR LIFE INSURANCE COMPANY | $3K | $0 | $3K | 2.15% |
| STEVEN RAY GRIFFIN3 Filed as: STEVEN R. GRIFFIN | 2000 MORRIS AVENUE, APARTMENT 1400 BIRMINGAM, AL 35203 | RELIASTAR LIFE INSURANCE COMPANY | $2K | $0 | $2K | 1.37% |
| USI INSURANCE SERVICES LLC3 Filed as: USI INSURANCE SERVICES NORTHWEST | 1300 SW 5TH AVENUE PORTLAND, OR 97201 | LIFEMAP ASSURANCE COMPANY | $2K | $0 | $2K | 15.00% |
No Schedule C service providers reported on this filing.
Benefits declared on the Form 5500 main form (✓ = also has a Schedule A insurance contract; otherwise the benefit is funded out of plan assets or via a Schedule C TPA).
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 2,443 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 15 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 38 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,496 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 4 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 267 | $4.0M |
| Dental(2 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | 257 | $1.5M |
| Vision(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 267 | $3.9M |
| Life insurance | RELIASTAR LIFE INSURANCE COMPANY | 1,182 | $140K |
| Long-term disability(2 contracts, 2 carriers) | RELIASTAR LIFE INSURANCE COMPANY | 1,182 | $154K |
| Prescription drug(3 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 267 | $3.9M |
| Other(2 contracts, 2 carriers) | RELIASTAR LIFE INSURANCE COMPANY | 5,740 | $179K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 5,740 | — |
Why the numbers differ. Form 5500 line 6 counts employees + retirees + beneficiaries; no dependents. Schedule A persons-covered counts everyone enrolled, including spouses and children, so it usually exceeds line 6 by 30-60% on a working-age workforce. The medical row is normally the broadest single line because it has the highest take-up; dental/vision/life often dip below it. Stop-loss / reinsurance contracts sometimes report the carrier's full underwriting pool rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
No prospect flags tripped on this filing.